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Disclosery

Great Lakes Retirement, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Lakes Retirement, Inc. on PSX, newest first. How the timeline and the estimate are built.

Great Lakes Retirement, Inc. held 16,661 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,661 shares
    Change vs previous 13F +679 shares

    0.25% of the 13F portfolio, value $2,816,609.

    13F-HR 0001801667-26-000003 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,982 shares
    Change vs previous 13F +123 shares

    0.3% of the 13F portfolio, value $2,911,514.

    13F-HR 0001801667-26-000002 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,859 shares
    Change vs previous 13F +493 shares

    0.21% of the 13F portfolio, value $2,046,485.

    13F-HR 0001801667-26-000001 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,366 shares
    Change vs previous 13F +2,101 shares

    0.23% of the 13F portfolio, value $2,090,048.

    13F-HR 0001801667-25-000009 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,265 shares
    Change vs previous 13F +1,426 shares

    0.19% of the 13F portfolio, value $1,582,527.

    13F-HR 0001801667-25-000004 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,839 shares
    Change vs previous 13F +935 shares

    0.19% of the 13F portfolio, value $1,461,881.

    13F-HR 0001801667-25-000002 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,904 shares
    Change vs previous 13F +491 shares

    0.16% of the 13F portfolio, value $1,242,296.

    13F-HR 0001801667-25-000001 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,413 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,368,806.

    13F-HR 0001801667-24-000003 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).